Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BCM
3001
BlueMar Capital Management
Florida
$231M +$21.7M +10% 74
WKWM
3002
Walter & Keenan Wealth Management
Indiana
$231M -$6.75M -3% 189
UF
3003
Univest Financial
Pennsylvania
$231M -$17.3M -7% 96
CHP
3004
Cable Hill Partners
Oregon
$231M +$1.17M +0.5% 1,021
PC
3005
Premise Capital
Illinois
$231M +$53.5M +30% 16
MWP
3006
Moller Wealth Partners
$231M -$32.1M -12% 47
LPC
3007
Loeb Partners Corp
New York
$231M -$108M -32% 161
KS
3008
Karpas Strategies
Connecticut
$230M -$2.9M -1% 128
CL
3009
Chubb Ltd
Switzerland
$230M +$208K +0.1% 20
SPH
3010
Steel Partners Holdings
New York
$230M -$5.89M -2% 11
PLFAM
3011
Pineno Levin & Ford Asset Management
Virginia
$229M -$10.7M -4% 112
SIMM
3012
Stillwater Investment Management (Minnesota)
Minnesota
$229M +$64.5M +39% 76
SACTSONJ
3013
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$229M -$7.53M -3% 203
CIP
3014
CAS Investment Partners
Connecticut
$229M +$47.4M +26% 8
DA
3015
Doliver Advisors
Texas
$229M -$16M -7% 403
GHAM
3016
Gilman Hill Asset Management
Connecticut
$229M -$16.9M -7% 184
PHAM
3017
Portland Hill Asset Management
United Kingdom
$228M +$11.5M +5% 21
GAM
3018
Gould Asset Management
California
$228M -$2.42M -1% 150
GCC
3019
Game Creek Capital
Massachusetts
$228M -$131M -36% 271
OCA
3020
Otter Creek Advisors
Florida
$228M -$53.4M -19% 91
PCMC
3021
Paragon Capital Management (Colorado)
Colorado
$227M -$26.3M -10% 268
DBIA
3022
Dumont & Blake Investment Advisors
New Jersey
$227M -$9.54M -4% 184
BBPWM
3023
Blue Bell Private Wealth Management
Pennsylvania
$227M +$5.24M +2% 238
KSA
3024
Ken Stern & Associates
California
$227M -$2.5M -1% 124
KHCM
3025
Kettle Hill Capital Management
New York
$227M +$11.9M +6% 64